AssetMark Inc’s CareDx CDNA Stock Holding History

AssetMark Inc’s Portfolio CDNA Stock Details CDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.04K	Buy	+16	New	+$725	﹤0.01%	3224
2025 Q4	–	Sell	-22	Closed	-$320	–	3390
2025 Q3	$320	Buy	+22	New	+$314	﹤0.01%	2992

Other funds holding CDNA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

AssetMark Inc's CDNA Position: Q3 2026 in Review

AssetMark Inc opened a new position in CareDx (CDNA) in Q3 2026: 16 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #3224 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in CDNA as recently as Q3 2025.

AssetMark Inc first reported a position in CDNA in Q3 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold CDNA as of Q3 2026.

AssetMark Inc held 16 shares of CareDx worth $1.04K as of Q3 2026.
CareDx was a new AssetMark Inc position in Q3 2026.
CareDx made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3224 holding.
AssetMark Inc first reported a position in CareDx in Q3 2025 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held CareDx as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.